News
Time in the (bull) market versus timing the (bull) market
30/09/2025
2 min
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During a panel discussion held last Thursday at the New York Stock Exchange, he warned of the extreme level of spending on AI-r ...
Top articles
Risk management according to Jerome Powell
24/09/2025
Jerome Powell continues to steer his ship well. Despite headwinds—both political and economic—the Fed Chairman has managed to initiate a dov ....
Monetary boredom before the Fed
16/09/2025
ECB meetings are rarely the most exciting. So, when all the indicators are "in the right place," they border on deadly boring. Unlike the Fe ....
US employment slows down
09/09/2025
Closely watched, US employment figures have confirmed the ongoing slowdown in the labor market and, more broadly, in the US economy. The Aug ....
Trump pushes, Powell gives in
27/08/2025
For many months, Jerome Powell has been struggling to maintain a precarious balance between the US Federal Reserve's two mandates—price stab ....
September already played out for the Fed?
20/08/2025
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send th ....
Wisdom according to Donald Trump
16/07/2025
"After prolonged reflection, I have come to a definition of Swadeshi: the restriction of ourselves to the use and resources of our immediate ....
Alea Jacta Est… or almost
08/07/2025
On April 2, 2025, on Liberation Day, President Trump announced the implementation of tariffs on all his trading partners, with the aim of re ....
Financial markets are looking good
02/07/2025
Far from the stressful episodes of recent weeks, investors are smiling again. Between the decline in geopolitical tensions, a lull on the tr ....
Markets under pressure but without reaction
25/06/2025
Perhaps still groggy from this weekend's extreme temperatures, financial markets began the week surprisingly calmly, completely ignoring the ....